Financial Adviser · BURNSIDE, QLD

John Michael Core

50 Years experience
Tax advice
authorised
ASIC Registered · ADV 000235343

John Michael Core is a financial adviser based in Burnside, Queensland, with 50 years of experience in the financial services industry. John is currently authorised under Lifestyle Asset Management Pty Ltd. John holds authorisations to advise on superannuation, life insurance, life insurance investments and managed investments, as well as tax financial advice services (TFAS). Their qualifications include a Graduate Diploma of Financial Planning from Kaplan Professional. John is a member of Financial Advice Association of Australia (FAAA).

Authorised to Advise On

Tax Financial Advice Superannuation Life Insurance Life Insurance Investments Managed Investments Securities Government Bonds

Restrictions: Restricted from advising on SMSF establishment

Authorised to provide tax financial advice services

Qualifications and Training

2009
Diploma of Financial Services (Financial Planning)
Kaplan Professional
2010
Diploma of Financial Services (Insurance Broking)
National Insurance Brokers Association (NIBA)
2016
Advanced Diploma of Financial Planning
Monarch Institute
2022
Graduate Diploma of Financial Planning
Kaplan Professional

Registration History

Dec 2024 - Present Current
Restricted from advising on SMSF establishment
Jan 2024 - Dec 2024 Ceased
A.C.N. 603 037 510 PTY LTD
Jul 2020 - Jan 2024 Ceased
Jun 2016 - Jul 2020 Ceased
One off licensee approval is required for all products which are either not on the approved product list or Derivatives.
SUNCORP FINANCIAL SERVICES PTY LTD
Mar 2011 - May 2016 Ceased
Superannuation excludes SMSF Advice
SUNCORP FINANCIAL SERVICES PTY LTD
Sep 2003 - Mar 2011 Ceased

Source: ASIC Financial Advisers Register